Bryn Mawr Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.97M | Hold |
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|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $2.49M | Sell |
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|
2024
Q4 | $2.67M | Hold |
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|
2024
Q3 | $2.6M | Sell |
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|
2024
Q2 | $2.57M | Hold |
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|
2024
Q1 | $2.49M | Hold |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.03M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.62M | Hold |
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|
2022
Q2 | $1.7M | Buy |
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|
2022
Q1 | $1.95M | Hold |
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|
2021
Q4 | $2.06M | Buy |
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|
2021
Q3 | $1.76M | Hold |
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|
2021
Q2 | $1.77M | Hold |
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|
2021
Q1 | $1.63M | Sell |
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|
2020
Q4 | $2.9M | Buy |
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|
2020
Q3 | $2.56M | Sell |
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|
2020
Q2 | $2.62M | Buy |
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|
2020
Q1 | $1.66M | Hold |
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|
2019
Q4 | $2.1M | Sell |
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|
2019
Q3 | $1.96M | Hold |
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|
2019
Q2 | $1.94M | Hold |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $1.91M | Buy |
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|
2018
Q3 | $902K | Buy |
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|
2018
Q2 | $567K | Hold |
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|
2018
Q1 | $547K | Buy |
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|
2017
Q4 | $493K | Hold |
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|
2017
Q3 | $493K | Hold |
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|
2017
Q2 | $477K | Sell |
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|
2017
Q1 | $555K | Hold |
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|
2016
Q4 | $526K | Buy |
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